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KKR & Co
KKR

Overview Fund Activity

509 hedge funds and large institutions have $12.7B invested in KKR & Co in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 145 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+50
Holders Change %
+10.89%
% of All Funds
10.05%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.53%
New
92
Increased
145
Reduced
146
Closed
37
Calls
$164M
Puts
$144M
Net Calls
+$19.8M
Net Calls Change
+$52.7M

Top Buyers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$147M
2
Invesco
2
Invesco
Georgia
$217M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$354M
4
WRF
4
Waddell & Reed Financial
Kansas
$72.3M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$158M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$563M
2
PI
2
Putnam Investments
Massachusetts
$84.2M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$111M
4
VH
4
ValueAct Holdings
California
$1.34B
5
Citadel Advisors
5
Citadel Advisors
Florida
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$22.6M +773,883 +2%
VH
2
ValueAct Holdings
California
$1.34B -$67.6M -2,315,800 -5%
VVP
3
Vulcan Value Partners
Alabama
$878M +$36.6M +1,254,969 +4%
Principal Financial Group
4
Principal Financial Group
Iowa
$630M +$23.4M +803,461 +4%
JSP
5
Jackson Square Partners
California
$563M -$158M -5,422,514 -22%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$502M +$2.91M +99,744 +0.6%
BlackRock
7
BlackRock
New York
$440M +$13.9M +476,832 +3%
ACM
8
AKRE Capital Management
Virginia
$372M – – –
Fidelity Investments
9
Fidelity Investments
Massachusetts
$354M +$69M +2,366,210 +24%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$293M +$30.7M +1,051,671 +12%
Pzena Investment Management
11
Pzena Investment Management
New York
$243M -$6.58M -225,433 -3%
Invesco
12
Invesco
Georgia
$217M +$96.3M +3,302,176 +80%
First Manhattan
13
First Manhattan
New York
$192M +$134K +4,609 +0.1%
AI
14
Ariel Investments
Illinois
$172M +$1.57M +53,942 +0.9%
Citadel Advisors
15
Citadel Advisors
Florida
$161M -$56.3M -1,928,735 -26%
AAMU
16
Amundi Asset Management US
Massachusetts
$158M +$63.7M +2,183,777 +68%
State Street
17
State Street
Massachusetts
$152M -$1.48M -50,619 -1%
Macquarie Group
18
Macquarie Group
Australia
$152M -$47.4M -1,625,755 -24%
Alkeon Capital Management
19
Alkeon Capital Management
New York
$147M +$115M +3,950,000 +359%
EIP
20
Epoch Investment Partners
New York
$146M -$14.4M -493,646 -9%
Bank of America
21
Bank of America
North Carolina
$137M +$13.4M +460,019 +11%
FCM
22
Frontier Capital Management
Massachusetts
$137M +$6.41M +219,691 +5%
KKRC
23
Kohlberg Kravis Roberts & Co
New York
$136M – – –
TD Asset Management
24
TD Asset Management
Ontario, Canada
$131M -$10.7M -376,559 -8%
Legal & General Group
25
Legal & General Group
United Kingdom
$123M +$4.05M +138,913 +3%
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